2023 Form 5500 filing — Retirement Plan Of A.A. World Services, Inc. And A.A. Grapevine, Inc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011100357NAL0010794739001) for Retirement Plan Of A.A. World Services, Inc. And A.A. Grapevine, Inc., reported by Retirement Committee Of Aaws & Aagv under EIN 13-6208865 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100357NAL0010794739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retirement Committee Of Aaws & Aagv
- EIN
- 13-6208865
- Plan number
- 001
- Location
- New York, NY
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,189,958
- Total liabilities (EOY)
- $8,303
- Net assets (EOY)
- $33,181,655
- Employer contributions
- $0
- Total income / additions
- $4,751,875
- Benefits paid
- $1,837,982
- Administrative expenses
- $80,393
- Total expenses
- $1,918,375
- Net increase / (decrease)
- $2,833,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bpas Actuarial & Pension Services | NONE | $34,100 | not reported in the loaded dataset |
| Bpas Fiduciary Services | NONE | $31,939 | not reported in the loaded dataset |
| The Charles Schwab Trust Company | NONE | $14,354 | $0 |